Wealth & Wisdom Financial & Insurance Services, Inc.

California
Registered In
12/23/2009
Incorp. Date

Company Summary

Wealth & Wisdom Financial & Insurance Services, Inc. at 2878 Camino Del Rio S STE 510, San Diego, Ca 92108 lists Traci Havey of San Diego, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Traci Havey Individual Agent
2878 CAMINO DEL RIO S STE 510, SAN DIEGO, CA 92108 (View Past Addresses)
Traci Havey CEO
2878 CAMINO DEL RIO S STE 510, SAN DIEGO, CA 92108
Traci Havey Chief Financial Officer
2878 CAMINO DEL RIO S STE 510, SAN DIEGO, CA 92108 (View Past Addresses)
Traci Havey Secretary
2878 CAMINO DEL RIO S STE 510, SAN DIEGO, CA 92108 (View Past Addresses)
Showing current associates only (4 of 8 total associates). Create a free account to see the full associate history

Map & Locations

2878 CAMINO DEL RIO S STE 510, SAN DIEGO, CA 92108 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Wealth & Wisdom Financial & Insurance Services, Inc.

PPP Loans

WEALTH AND WISDOM FINANCIAL AND INSURANCE SERVICES, INC.

3517 Camino Del Rio South #410, San Diego, CA 92108 Industry:Insurance Agencies and Brokerages Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$22,371 Forgiven$22,536 LenderLCA Bank Corporation Jobs3 04/15/2020 $22,371 $22,536 LCA Bank Corporation 3
PPP Loans based on Paycheck Protection Program.

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Person/City Match:Traci Havey - San Diego, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Small Business Administration
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